See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $675,207 | $158,398+326.3% | $126,539+433.6% | $142,382+374.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 13.47% | 593.76%-580.3pp | 425.95%-412.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,877 | $4,650+4.9% | $3,674+32.7% | $4,299+13.4% |
| Participant deferral / active EE | $9,753 | $4,767+104.6% | $4,083+138.9% | $6,507+49.9% |
| Admin fee / account holder | $5,080 | $6,918-26.6% | $6,065-16.2% | $12,624-59.8% |